Financial Operations Manager

1 week ago


Austin, Texas, United States Cocolevio LLC Full time
About Us

Cocolevio LLC is a forward-thinking technology solutions company dedicated to empowering businesses with modern technology to stay competitive in their markets. Our mission is to provide platform-agnostic solutions that enable our clients to leverage cutting-edge technologies such as Cloud, AI, IoT, and Big Data to drive growth, increase profitability, and enhance operational efficiency. Visit our website at cocolevio.com to learn more about our vision and services.

Job Summary

The Financial Manager will oversee the overall financial operations of the organization, ensuring accurate financial reporting, forecasting, and strategic planning. This role requires strong leadership to guide the finance team, oversee budgeting processes, manage financial risks, and provide insightful analysis to support decision-making. The successful candidate will have a proven track record of managing financial operations, leading teams, and driving business growth.

Key Responsibilities
  • Financial Reporting and Analysis
    • Prepare and analyze financial statements, including income statements, balance sheets, and cash flow reports.
    • Lead the monthly, quarterly, and annual financial close processes, ensuring timely reconciliations and accurate reporting.
    • Develop and maintain financial models for forecasting and budgeting.
    • Conduct financial analysis to identify trends, risks, and opportunities for improvement.
  • Budgeting and Forecasting
    • Lead the preparation of annual budgets, including department-level budgets, and track performance against them.
    • Compare actuals to forecasts and budgets, providing variance analysis and recommending adjustments.
    • Work closely with department heads to monitor financial performance and provide support on financial matters.
  • Compliance and Risk Management
    • Ensure compliance with local, state, and federal regulations, including tax filings and financial audits.
    • Coordinate with external auditors and manage the audit process to ensure proper documentation and compliance.
    • Implement and manage internal controls to safeguard company assets and mitigate financial risks.
  • Team Leadership and Development
    • Supervise and mentor the finance and accounting teams, providing guidance and support to ensure the department meets its goals.
    • Oversee daily accounting operations, including accounts receivable, accounts payable, payroll, and tax functions.
    • Foster a culture of continuous improvement and professional development within the finance team.
  • Strategic Financial Planning
    • Collaborate with the executive team to develop long-term financial strategies.
    • Provide financial insights and recommendations on business strategies, investment opportunities, and potential risks.
    • Oversee cash management and investment strategies, ensuring optimal allocation of resources.
  • Special Projects
    • Lead financial initiatives aimed at improving operational efficiency and profitability.
    • Participate in or lead special mergers, acquisitions, or new business venture projects.
Required Qualifications
  • Education
    • A bachelor's degree in finance, accounting, or a related field is required; a CPA, MBA, or equivalent advanced degree is preferred.
  • Experience
    • 8+ years of progressive finance or accounting experience, preferably in a managerial role.
    • Strong familiarity with US GAAP and financial software applications (e.g., QuickBooks, SAP Arriba, Bill.com, inFlow).
    • Proven experience with budgeting, forecasting, financial reporting, and analysis.
    • Experience working with international teams and handling global financial processes is a plus.
Key Competencies
  • Leadership
    • Demonstrated ability to lead a team, manage projects, and foster collaboration across departments.
  • Analytical Skills
    • Strong capability to analyze financial data, identify trends, and provide actionable recommendations.
  • Communication
    • Excellent verbal and written communication skills; presenting complex financial information to non-financial stakeholders.
  • Problem-Solving
    • Proactive approach to solving problems, with a focus on delivering solutions that align with business objectives.
  • Attention to Detail
    • High level of accuracy and attention to detail in all financial matters.
Benefits
  • Medical, Dental, and Vision Insurance
  • 401(k) Retirement
  • Life insurance and Disability Insurance (STD/LTD)
  • Paid Time Off (PTO)
  • Holiday Pay (for applicable roles)
  • Bonus Plan (for applicable roles)

Cocolevio LLC is an equal opportunity employer and welcomes applications from diverse candidates. If you need an accommodation as part of the employment process, please contact HR@cocolevio.com.



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